We assist entrepreneurs, families, and High Net Worth Individuals in planning, managing, protecting, and transferring wealth, with integrated, customized advice on legal, tax, and asset management matters.<\/p>\n
We support clients in decisions affecting family wealth, business governance, and intergenerational transfers, coordinating multidisciplinary expertise and international networks.<\/p>\n
Starting from an in-depth analysis of the estate to be passed on<\/strong>\u2014including its individual components and potential legal and tax issues\u2014we identify the best strategies to protect it and ensure its transfer to future generations.<\/p>\n We work closely with entrepreneurs and key company leaders to plan for the next generation and ensure a smooth transfer of business leadership. We produce custom plans that take into account the specific needs and goals of our clients, integrating legal instruments\u2014such as family covenants, wills and corporate structures\u2014with the most appropriate tax optimization solutions, ensuring that the transfer process takes place rationally, efficiently and in full compliance with current regulations<\/strong>.<\/p>\n The current Italian tax system provides a number of advantages and specific rules that can help reduce the impact of tax on inheritance and gifts. Our team identifies the best ways to optimize estate planning<\/strong>, including through legal instruments such as trusts, foundations, holding companies and family agreements, lifetime gifting, and life insurance policies, that transfer wealth as efficiently as possible while organically addressing legal and tax issues.<\/p>\n To ensure the most favorable wealth transfers, including across borders, we work in coordination with Andersen professionals in Europe and around the world, ensuring compliance in the jurisdictions where the investments are located or where the clients choose to reside.<\/p>\n Our assistance extends from strategic consulting to the seamless building of sophisticated legal structures. We support clients in setting up and managing trusts\u2014also assisting the trustees in carrying out their business\u2014and in establishing foundations or other suitable vehicles to protect assets, optimize tax liability, and preserve assets over the long term.<\/p>\n We also partner with banks, insurance companies, trustee companies, and family offices navigating complex wealth restructurings for their private clients.<\/p>\n We adopt a custom approach because each individual’s goals and asset mix are unique. By analyzing all the factors that may impact your assets\u2014including cross-border legal implications\u2014we deliver tailor-made solutions to help you navigate complex tax rules and civil law frameworks in estate planning in all the countries where Andersen Global is active.<\/p>\n In addition to strategic support, our professionals provide a full range of operational legal and tax services.<\/p>\n We provide an integrated service in the various stages of the creation, protection, management, and intergenerational transfer of wealth and business ownership, in investing or divesting in real estate, and in creating and managing charitable or philanthropic organizations.<\/p>\n The taxation team consists of highly experienced professionals who are specialists in tax consulting for personal wealth, family-owned businesses, and nonprofit entities.<\/p>\n We deal with:<\/p>\n Our goal is always to ensure the best possible result for our clients, according to their needs.\u00a0Therefore, in delivering our services, the professionals on our team can \u2014with the client\u2019s approval\u2014 effectively work with other Andersen teams, such as:<\/p>\n We assist entrepreneurs, families, and High Net Worth Individuals in planning, managing, protecting, and transferring wealth, with integrated, customized advice on legal, tax, and asset management matters. We support clients in decisions affecting family wealth, business governance, and intergenerational transfers, coordinating multidisciplinary expertise and international networks. Generation transition planning Starting from an in-depth analysis of […]<\/p>\n","protected":false},"author":8,"featured_media":0,"parent":29620,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-6047","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nLegacy Planning and Tax Optimization and tax optimization<\/h2>\n
Trusts, Foundations and Asset Protection Structures<\/h2>\n
Planning for international assets<\/h2>\n
Services for Private Clients<\/h2>\n
Wealth Planning and Transfer<\/h3>\n
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Taxation and Compliance<\/h3>\n
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Synergies between Wealth Management and International Mobility<\/h3>\n
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Collaboration with other Andersen specialist teams<\/h2>\n
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